Diversify Wealth Management’s Shell SHEL Stock Holding History

Diversify Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$951K	Buy	11,015 +682	+7%	+$58.9K	0.02%	650
2026 Q1	$919K	Buy	10,333 +5,968	+137%	+$482K	0.02%	621
2025 Q4	$319K	Buy	4,365 +971	+29%	+$71.5K	0.01%	518
2025 Q3	$252K	Sell	3,394 -90	-3%	-$6.48K	0.01%	484
2025 Q2	$252K	Buy	3,484 +84	+2%	+$5.63K	0.02%	480
2025 Q1	$223K	Buy	+3,400	New	+$229K	0.02%	477
2024 Q4	–	Sell	-3,117	Closed	-$207K	–	536
2024 Q3	$207K	Sell	3,117 -493	-14%	-$34.9K	0.02%	449
2024 Q2	$253K	Buy	+3,610	New	+$258K	0.03%	383

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Diversify Wealth Management's SHEL Position: Q2 2026 in Review

Diversify Wealth Management increased its Shell (SHEL) stake by 6.6% in Q2 2026, buying an estimated $58.9K and bringing the position to 11,015 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #650.

Diversify Wealth Management first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Diversify Wealth Management held 11,015 shares of Shell worth $951K as of Q2 2026.
Diversify Wealth Management bought 682 Shell shares in Q2 2026, an estimated $58.9K.
Shell made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #650 holding.
Diversify Wealth Management first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.